So IMO, it really doesn't seem to be that much of a fast changing sector. Moores law is long dead, my 6 year old 3080 laptop gpu is still damn powerful, rather we are seeing power efficiency/optimization now between GPU generations.

Its more of a 'race to the bottom' for price efficiency/hardware deg efficiency against price of electricity and price of the chips over lifetime, than it is a fast changing tech sector where breakthroughs are being made everyday that change the entire game like say with OpenAI and Anthropic.

So basically like a blue chip.